Software · Sample
Sales reps ask a Teams copilot for account briefs, next steps and call summaries, pulled from the CRM and past emails.
Reps spent 30–40 minutes preparing for each call, digging through the CRM, email threads and notes spread across tools.
We built a custom copilot in Copilot Studio, connected to the CRM and Microsoft Graph. It prepares one-page account briefs, drafts follow-ups after calls and logs outcomes back to the CRM.
Call preparation dropped to a few minutes and CRM notes became consistent across the team.
D2C skincare brand
A customer-support agent that answers order, returns and product questions end to end, and hands off to a human with full context when it can't.
Regional logistics operator
Supplier invoices arriving by email are read, validated against purchase orders and posted to the ERP automatically.
Healthcare clinic chain
A full-stack web app for appointments, payments and reminders across 12 clinics, replacing phone-only bookings.